Purchases and Sales Made in Q2 2023 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES PFD AND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
SELL
|
- |
-7.05K- 43.08% |
$207K - $222K
|
9.31K
$291K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-7.13K- 10.57% |
$209K - $224K
|
60.3K
$1.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.21K- 2.69% |
$211K - $227K
|
261K
$8.14M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-7.25K- 8.71% |
$213K - $228K
|
76K
$2.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-7.25K- 8.2% |
$213K - $228K
|
81.2K
$2.54M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-7.54K- 37.4% |
$221K - $237K
|
12.6K
$394K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.63K- 1.26% |
$224K - $240K
|
597K
$18.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-7.71K- 7.07% |
$226K - $243K
|
101K
$3.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.8K- 7.2% |
$229K - $245K
|
101K
$3.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Reik & Co., LLC
|
SELL
|
- |
-7.89K- 53.53% |
$231K - $248K
|
6.85K
$214K
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-8.16KClosed |
$239K - $257K
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-8.38K- 25.32% |
$246K - $264K
|
24.7K
$772K
|
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-8.66K- 8.8% |
$254K - $272K
|
89.8K
$2.8M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8.72K- 24.31% |
$256K - $274K
|
27.2K
$848K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.79K- 5.4% |
$258K - $277K
|
154K
$4.81M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.79K- 5.4% |
$258K - $277K
|
154K
$4.81M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-8.91K- 7.46% |
$261K - $280K
|
110K
$3.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.95K- 15.58% |
$263K - $282K
|
48.5K
$1.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-8.96K- 7.65% |
$263K - $282K
|
108K
$3.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.02K- 17.5% |
$265K - $284K
|
42.5K
$1.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-9.27K- 16.3% |
$272K - $291K
|
47.6K
$1.49M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-9.27K- 1.86% |
$272K - $291K
|
490K
$15.3M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-9.34K- 99.28% |
$274K - $294K
|
68
$2.12K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-9.37K- 24.22% |
$275K - $295K
|
29.3K
$915K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.8K- 33.31% |
$287K - $308K
|
19.6K
$613K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.9K- 9.6% |
$290K - $311K
|
93.2K
$2.91M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-10.1K- 13.88% |
$295K - $317K
|
62.4K
$1.95M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-10.3K- 13.35% |
$302K - $323K
|
66.7K
$2.08M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10.4K- 39.65% |
$304K - $326K
|
15.8K
$492K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-10.4K- 74.74% |
$304K - $326K
|
3.5K
$109K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-10.5K- 17.17% |
$309K - $331K
|
50.8K
$1.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-10.5K- 31.52% |
$309K - $332K
|
22.9K
$716K
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-10.7K- 4.47% |
$314K - $337K
|
229K
$7.16M
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-11.2K- 32.74% |
$327K - $351K
|
22.9K
$716K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-11.2K- 10.27% |
$329K - $353K
|
98K
$3.06M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.5K- 13.22% |
$337K - $361K
|
75.4K
$2.36M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-12K- 33.93% |
$353K - $379K
|
23.4K
$732K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-12.3K- 10.57% |
$359K - $385K
|
104K
$3.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.8K- 4.57% |
$375K - $402K
|
267K
$8.34M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-12.8K- 61.22% |
$375K - $402K
|
8.11K
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.9K- 2.41% |
$378K - $405K
|
522K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.9K- 50.87% |
$379K - $407K
|
12.5K
$390K
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-13.5K- 15.74% |
$397K - $426K
|
72.5K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-13.7K- 57.35% |
$401K - $430K
|
10.2K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.9K- 17.51% |
$408K - $438K
|
65.6K
$2.05M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-14K- 86.83% |
$412K - $441K
|
2.13K
$66.5K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-14.3K- 58.6% |
$418K - $449K
|
10.1K
$315K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.3K- 0.86% |
$420K - $451K
|
1.65M
$51.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-14.5K- 26.91% |
$426K - $457K
|
39.4K
$1.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-14.6K- 30.31% |
$428K - $459K
|
33.5K
$1.05M
|